The journal editor in estos ProCall One R2 permits you to look up and subsequently edit information on a call made or received. It can be opened by double click on the journal entry of a journal list for example.
If a contact was linked to the opened journal entry, all functions for the contact can be run via the tool bar. For detailed descriptions of these functions, please refer to Contact details.
In addition, you will find special functions in the icon bar which you can execute for a journal entry:
Click here to save all changes to the journal entry.
Save and close
The journal entry is saved and the editor window is subsequently closed with this function.
Click here to print out the journal entry.
Click here to show a print preview of the journal entry. You can also print the journal entry from the preview.
Click here if you wish to change the printer settings for printing the journal entry.
If this button is activated the journal entry is marked as processed. Activate this button if you wish to mark the journal entry as processed.
If this button is activated the journal entry is marked as unprocessed. Activate this button if you wish to mark the journal entry as unedited. Unprocessed journal entries are displayed in bold type in the journal view.
The following data in the journal entry can be changed or added to with the journal editor:
When the contact selection button is clicked the contact selection dialog opens where you can link the selected contact to the journal entry by clicking Ok. Please note that this process transfers both the contact name and also the company name from the selected contact in the journal editor. If a contact is linked to a journal entry, all contact related functions can be executed from within the journal entry. So you can call the contact with a different phone number again or send him an email.
Change contact name
You can enter any name in the contact name field which also appears in the journal views. Please note that the contact name can thus deviate from the name of the linked contact.
Change company name
You can enter any name to be stored in the journal entry in the company name field. Please note that the company name entered may thus be different from the company name of the linked contact.
Change project PIN
You can assign the call to a particular project here. You must first define the projects for this. You can create new projects in the settings under Projects.
Mark private call
If this option is activated the call can be marked as a private call. This means that other estos ProCall One R2 users can no longer see this entry. Please note that depending on the server settings, all contact data including phone numbers can be shortened or deleted by this.
Edit call memo:
Enter your call memo in the journal editor's memo field.
|Please note that you cannot change the journal entries of other estos ProCall One R2 users.|
|Please note that the project PIN can only be changed if this feature has been activated in the settings on the Projects page.|
|It is only possible to mark private calls if this feature has been activated in the settings on the Projects page.|